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2,290 hedge funds and large institutions have $213B invested in Visa in 2018 Q4 according to their latest regulatory filings, with 287 funds opening new positions, 866 increasing their positions, 894 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 287 | Existing positions closed: 120

35% more call options, than puts

Call options by funds: $2.59B | Put options by funds: $1.92B

7% more funds holding

Funds holding: 2,1472,290 (+143)

3% more funds holding in top 10

Funds holding in top 10: 471486 (+15)

0.41% more ownership

Funds ownership: 92.32%92.73% (+0.41%)

3% less repeat investments, than reductions

Existing positions increased: 866 | Existing positions reduced: 894

13% less capital invested

Capital invested by funds: $246B → $213B (-$32.8B)

Holders
2,290
Holders Change
+143
Holders Change %
+6.66%
% of All Funds
51.01%
Holding in Top 10
486
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+3.18%
% of All Funds
10.83%
New
287
Increased
866
Reduced
894
Closed
120
Calls
$2.59B
Puts
$1.92B
Net Calls
+$666M
Net Calls Change
+$786M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
776
Breakline Capital
New York
$8.48M -$177K -1,284 -2%
BBA
777
BLB&B Advisors
Pennsylvania
$8.45M +$360K +2,608 +4%
P
778
Pitcairn
Pennsylvania
$8.37M -$678K -4,912 -7%
CCM
779
Copeland Capital Management
Pennsylvania
$8.34M +$2.21K +16 +0%
UFF
780
USA Financial Formulas
Michigan
$8.33M -$3.22M -23,333 -30%
Select Equity Group
781
Select Equity Group
New York
$8.31M -$209K -1,512 -2%
TC
782
Telemus Capital
Michigan
$8.31M +$866K +6,270 +11%
FNT
783
First National Trust
Pennsylvania
$8.25M +$692K +5,009 +9%
CCM
784
Crossvault Capital Management
Texas
$8.22M +$627K +4,542 +8%
PIM
785
Penobscot Investment Management
Massachusetts
$8.21M +$80.8K +585 +0.9%
CWM
786
Cabot Wealth Management
Massachusetts
$8.18M -$63.3K -458 -0.7%
CM
787
Capital Management
Virginia
$8.16M -$475K -3,438 -5%
AIP
788
Ameritas Investment Partners
Nebraska
$8.16M +$1.96M +14,198 +30%
SBWIC
789
Schaper Benz & Wise Investment Counsel
Wisconsin
$8.12M +$154K +1,115 +2%
CWM
790
Calamos Wealth Management
Illinois
$8.1M -$442K -3,203 -5%
VW
791
Vantage Wealth
California
$8.08M -$2.2M -15,895 -21%
BOH
792
Bank of Hawaii
Hawaii
$8.07M -$98.5K -713 -1%
SSA
793
Schonfeld Strategic Advisors
New York
$8.06M +$3.01M +21,759 +55%
CCM
794
Crestwood Capital Management
New York
$8.05M -$2.76M -19,980 -25%
MGIA
795
Matthew Goff Investment Advisor
Texas
$8M -$20.4K -148 -0.2%
RCM
796
Ratan Capital Management
Florida
$7.92M +$8.29M +60,000 New
JPMIA
797
J.P. Marvel Investment Advisors
Massachusetts
$7.9M +$8.27M +59,896 New
NIA
798
Northstar Investment Advisors
Colorado
$7.9M +$847K +6,135 +11%
NCM
799
Northstar Capital Management
New York
$7.86M -$280K -2,029 -3%
PG
800
Patten Group
Tennessee
$7.85M -$455K -3,298 -5%

V Hedge Fund Activity: Q4 2018 in Review

2,290 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q4 2018, worth a combined $213B — down 13% from $246B a quarter earlier.

Buyers outnumbered sellers: 287 funds opened new V positions and 120 closed out — a net gain of 167 holders — while 866 added to existing stakes and 894 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $674M. The largest seller was JP Morgan Chase, cutting an estimated $567M.

  • 2,290 institutional investors held Visa (V) as of Q4 2018, up from 2,147 in Q3 2018.
  • Funds reported $213B of Visa stock for Q4 2018, down 13% quarter-over-quarter.
  • 287 funds opened new Visa positions in Q4 2018 and 120 closed out, a net change of +167 holders.
  • The largest Visa buyer in Q4 2018 was Viking Global Investors, an estimated $674M added.
  • The largest Visa seller in Q4 2018 was JP Morgan Chase, an estimated $567M sold.

Based on aggregated 13F filings for Q4 2018.